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1475 Phoenixville Pike Suite 103, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-01 |
| DE | RA | APPROVED | 2014-04-29 |
| PA | RA | APPROVED | 2012-04-27 |
Branch Locations
1475 Phoenixville Pike Suite 103, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old Security Advisors, Inc. | West Chester | PA | 03/2012 | Present |
| Old Security Trust Corp | Thornton | PA | 04/2011 | Present |
| Osg Tax Pros, Inc. | West Chester | PA | 03/2016 | Present |
| Hausmanbeck Holdings, Inc. | Thornton | PA | 05/2018 | 12/2019 |
OLD SECURITY TRUST CORP; INVESTMENT RELATED; 40 COLONIAL CIRCLE THORTON, PA; INSURANCE; PRESIDENT; 180 HOURS A MONTH/160 DURING MARKET HOURS - INSURANCE SALES AND SERVICES. OSG Tax Pros, Inc.; non-investment related; West Chester, PA; tax planning and preparation; President; 20% of time. Hausmanbeck Holdings, Inc.; Owner; West Chester, PA; 1% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-22 |
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